Financial Advisory Firms Please fill the form below to get listed on whichfinancialadviser.com website Email Who are you regulated by? * Number of financial advisers * Full name of wealth management / advisory firm * What is your website address? * Please add a brief about your company (upto 250 characters) * Please specify if your company has received any awards Typical client profile * Typical client - monthly income caategory * 10,000-20,000 AED 20,001-30,000 AED 30,001-40,000 AED 40,001-50,000 AED 50,001-75,000 AED 75,001-100,000 AED Above 100,000 AED Please select the top 5 main activities of our company * Education Fee Planning Financial Planning Foreign Exchange Inheritance Tax planning Insurance Investment Advice Lump Sum Investments Mortgage advice Offshore banking Pension Portfolio Management Portfolio management QROPS Retirement Planning Savings Plans SIPPS Wealth Management Other Is your company actively engage in cold calling in the UAE? * Yes No Totally banned How many of your advisers are a member of CII? How many of your advisers are a member of CISI? How many of your advisers are a member of LIBF? Full name of the person who completed this form * Contact email address * Your role * Contact mobile/ phone number * Any additional information you would like to add to your company profile? What is your company's stance on cold calling? * Upload your company logo I confirm that this information is accurate and that our company will contact whichfinancialadviser.com if anything major changes, such as new advisers joining Read our terms of use here - https://whichfinancialadviser.com/terms-of-use/ *
